Investment Q&A

• Mastercard Incorporated (MA $555.57)
  • $555.57 P/E (TTM): 35.7X Cap: $503.98B
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• Visa Inc. (V $336.08)
  • $336.08 P/E (TTM): 33.23X Cap: $617.35B
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Q: would you favour V over MA at this point ?...many thanks....cheers

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Read Answer Asked by Cam on November 12, 2021

• Microsoft Corporation (MSFT $503.29)
  • $503.29 P/E (TTM): 36.18X Cap: $3.79T
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• NVIDIA Corporation (NVDA $186.86)
  • $186.86 P/E (TTM): 55.03X Cap: $4.70T
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• Unity Software Inc. (U $37.16)
  • $37.16 Cap: $17.13B
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• Roblox Corporation Class A (RBLX $101.27)
  • $101.27 Cap: $71.08B
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• Roundhill Ball Metaverse ETF (METV $19.41)
  • $19.41 P/E (TTM): 39.94X Cap: $292M
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Q: Could you please give us your opinion of this ETF. It would seem to be a good choice for some exposure to the" Metaverse".

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Read Answer Asked by shirley on November 12, 2021

• NVIDIA Corporation (NVDA $186.86)
  • $186.86 P/E (TTM): 55.03X Cap: $4.70T
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Q: I read your answers to questions every day. I know you really like NVDA. I know they make great chips which are used in many things such as autos, computers (so many variations), games, etc etc. It is unbelievable what they are doing in so many areas. My question is how can they possibly keep up with chip production? Isn’t that the bottleneck on growth?
Thanks again. Dan

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Read Answer Asked by Danny-boy on November 12, 2021

• ZipRecruiter Inc. Class A (ZIP $4.62)
  • $4.62 Cap: $395M
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Q: After today's pop, is it too late to get on the bandwagon for a short term trade for the next 6 months? I am overweight tech already and it would be an addition to the sector exposure. Or, perhaps wait for it to settle down before taking a position- see how volatile the market may be the next couple of weeks.
Your opinion is appreciated.

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Read Answer Asked by Rajiv on November 12, 2021

• Fulgent Genetics Inc. (FLGT $29.59)
  • $29.59 Cap: $898M
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Q: Please comment on earnings, did management comment on plans for their cash horde in the call?
Regards greg

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Read Answer Asked by Greg on November 12, 2021

• Conformis Inc. (CFMS)
  • Cap: $17M
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Q: What are your thoughts ? Thanks.

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Read Answer Asked by Norman on November 12, 2021

• NVIDIA Corporation (NVDA $186.86)
  • $186.86 P/E (TTM): 55.03X Cap: $4.70T
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• QUALCOMM Incorporated (QCOM $174.50)
  • $174.50 P/E (TTM): 34.73X Cap: $189.21B
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• Sun Life Financial Inc. (SLF $82.66)
  • $82.66 P/E (TTM): 20.3X Cap: $47.06B
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• WSP Global Inc. (WSP $254.93)
  • $254.93 P/E (TTM): 38.74X Cap: $33.70B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.75)
  • $58.75 P/E (TTM): 24.24X Cap: $29.87B
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Q: Hi group what 3 stocks and why? would you suggest assuming with are stuck with extreme inflation for the next several years.

Also is it too late to start a position in NVDA and if so can you suggest another chip maker that has more room to run and why so. Thanks for your guidance

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Read Answer Asked by Terence on November 12, 2021

• Bumble Inc. (BMBL $3.74)
  • $3.74 Cap: $441M
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Q: Youch 20% down today, good time to start a position perhaps?

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Read Answer Asked by Danielle on November 11, 2021

• CrowdStrike Holdings Inc. (CRWD $529.78)
  • $529.78 Cap: $132.95B
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• Digital Turbine Inc. (APPS $5.19)
  • $5.19 Cap: $633M
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Q: If you could only pick one for growth which would it be CRWD or APPS and why assuming a high tolerance for risk?

Thanks for your service!

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Read Answer Asked by Ozzie on November 11, 2021

• ZipRecruiter Inc. Class A (ZIP $4.62)
  • $4.62 Cap: $395M
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Q: Thoughts on the quarter? Thanks.

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Read Answer Asked by Marco on November 11, 2021

• ChargePoint Holdings Inc. (CHPT $9.15)
  • $9.15 Cap: $213M
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Q: Should this company benefit from Us spending?

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Read Answer Asked by hal on November 11, 2021

• Digital Turbine Inc. (APPS $5.19)
  • $5.19 Cap: $633M
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• Upstart Holdings Inc. (UPST $37.29)
  • $37.29 Cap: $3.62B
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Q: Peter; I know your cardinal rule of not to average down but both these seem way out step with their reported earnings and estimates for next year. If you owned them would you nibble a bit ? Thanks. Rod

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Read Answer Asked by Rodney on November 11, 2021

• Realty Income Corporation (O $56.59)
  • $56.59 P/E (TTM): 55.5X Cap: $52.37B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.70)
  • $38.70 P/E (TTM): 76.62X Cap: $6.18B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.20)
  • $12.20 P/E (TTM): 29.16X Cap: $3.63B
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• Cencora Inc. (COR $365.45)
  • $365.45 P/E (TTM): 37.48X Cap: $70.45B
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Q: What are your recommendations for the best US and Canadian REITS for a 5-10 year hold?

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Read Answer Asked by Robert on November 11, 2021

• Lion Electric Company (The) (LEV $0.35)
  • $0.35 Cap: $78M
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• FIGS Inc. Class A (FIGS $9.40)
  • $9.40 P/E (TTM): 96.4X Cap: $1.22B
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Q: Hi, Could you please comment on LEV and Figs earnings. Thank you

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Read Answer Asked by francis on November 11, 2021

• Ginkgo Bioworks Holdings Inc. Class A (DNA $8.00)
  • $8.00 Cap: $506M
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Q: What are your thoughts ? Thanks.

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Read Answer Asked by Norman on November 11, 2021

• Duke Energy Corporation (Holding Company) (DUK $123.59)
  • $123.59 P/E (TTM): 15.14X Cap: $96.35B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.69)
  • $40.69 Cap: $26.95B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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• Boralex Inc. Class A Shares (BLX $27.31)
  • $27.31 Cap: $2.90B
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• Portland General Electric Co (POR $50.44)
  • $50.44 P/E (TTM): 18.29X Cap: $5.68B
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• IDACORP Inc. (IDA $129.17)
  • $129.17 P/E (TTM): 22.04X Cap: $7.06B
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Q: I would like to invest more heavily in power producers that have a higher concentration of hydroelectric power generating stations. What stocks would you recommend in Canada and the US?
Thanks!!

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Read Answer Asked by Grant on November 11, 2021

• Microsoft Corporation (MSFT $503.29)
  • $503.29 P/E (TTM): 36.18X Cap: $3.79T
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• NVIDIA Corporation (NVDA $186.86)
  • $186.86 P/E (TTM): 55.03X Cap: $4.70T
  • View NVDA Profile
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• QUALCOMM Incorporated (QCOM $174.50)
  • $174.50 P/E (TTM): 34.73X Cap: $189.21B
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• Salesforce Inc. (CRM $240.43)
  • $240.43 P/E (TTM): 35.54X Cap: $234.21B
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Q: I currently own MSFT and NVDA in my technology group. I would like to add one position as a 5% weight in my technology holdings. What large cap stock would you add to compliment MSFT and NVDA as a long term hold.
I already own AMZN and GOOGL under communication sector. Best, Don

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Read Answer Asked by DONALD on November 11, 2021

• Paysafe Limited (PSFE $7.36)
  • $7.36 Cap: $440M
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Q: Hi. Can comment about the earnings report and reasons for the big stock price drop today? Good time to average down, if the time horizon is 5+ years?
Thanks.

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Read Answer Asked by Nghi on November 11, 2021

• SEMrush Holdings Inc. Class A (SEMR $7.31)
  • $7.31 P/E (TTM): 745.0X Cap: $1.11B
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Q: This company is recent on the market and has published some results since being a public company. What is your opinion and does it have the potential of becoming much bigger with time? Thanks

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Read Answer Asked by jean on November 11, 2021

• The Walt Disney Company (DIS $107.61)
  • $107.61 P/E (TTM): 17.97X Cap: $209.72B
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Q: Worth looking at buying Disney with the drop this morning or do you think more room to move

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Read Answer Asked by mike on November 11, 2021